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Securities Analyst

Date Posted
17th October 2016
Banking & Financial Services
Job Type
Not Disclosed

Job Summary

This person will prepare financial analysis on issuers and other financial reports, assist with investment presentations, and assist with corporate finance transactions, including due diligence and document preparation.

Job Description

Main Duties & Responsibilities:

  • Analyze financial information to produce business forecasts for making investment decisions
  • Prepare and disseminate company specific research
  • Evaluate and compare the relative quality of various securities in a given industry
  • Assist with Corporate Finance transactions, including due diligence and document preparation
  • Assist with investment presentations
  • Maintain knowledge and stay abreast of developments in the local and regional investment markets
  • Any other related duties that may be assigned

Requirements / Qualifications:

  • Series 7 qualification or equivalent
  • Degree in Finance, Economics, Accounting or related field
  • Minimum 2-3 years experience in investment banking
  • Ability to manage multiple priorities/excellent organizational skills
  • Ability to work with minimum supervision
  • Strong interpersonal, problem solving and customer service skills
  • Demonstrated written and verbal communication
  • Microsoft Office proficiency

A competitive compensation package will be commensurate with relevant experience and qualification. Fidelity appreciates your interest, however, only those applicants short listed will be contracted.

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